Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caleb? Claim Your ProfileCaleb Kuhn is a financial advisor at 49 Financial. Caleb has been in the financial industry since June 2023 and is registered with both FINRA and the State of Texas. Caleb is a Series 63, 65, and 7TO licensed representative with the SIE designation. Caleb provides investment advice to individuals and businesses. Caleb is also a licensed insurance agent.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TX
06/03/2024 - Present
49 Financial (AUSTIN TX)
TX
06/08/2023 - 01/12/2024
PURSHE KAPLAN STERLING INVESTMENTS (Austin TX)
IA
Issued 06/01/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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